Zach Schelin Email & Phone Number
Associate Advisor @ ATHOS Private Wealth
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Zach Schelin Location
- Salt Lake City, UT, US
Zach Schelin Work
- 2026 -now Associate Advisor @
- 2026 -2026 Senior Financial Analyst @
- 2025 -2026 Financial Analyst @
- 2024 -2025 Financial Analyst @
- 2023 -2023 Financial Analyst Intern @
- 2023 -2024 Investment Analyst @ BYU Silver Fund
- 2022 -2024 Sector Lead - Consumer Equities @ Brigham Capital
- 2023 -2023 Economic Research Intern @
- 2023 -2023 Equity Research Intern @
- 2021 -2022 Sales Representative @
- 2019 -2021 Missionary @
Zach Schelin Education
- Brigham Young University Marriott School of Business
Bachelors (Finance, General)
2021-2024 - Wakeland High School 2015-2019
Zach Schelin Skills
- Brazilian Portuguese
- Portuguese
- Economic and business analysis
- Investment vehicles
- Client investment recommendations and strategies
- Investment laws, regulations, and guidelines
- Ethical client relations and investment practices
- Asset Allocation
- Microsoft Office
- Customer Relationship Management (CRM)
- addepar
- Analytical Skills
- Equity Research Analysis
- Communication
- Asset Management
- Investment Research
- Equity Research
- Sales
- Contract Negotiation
- Pest Control
- SQL
- Financial Modeling
- Financial Analysis
- Investment Management
- Microsoft Excel
Zach Schelin Summary
- Zach Schelin, based in Salt Lake City, UT, US, is currently a Associate Advisor at Athos Private Wealth. Zach Schelin brings experience from previous roles at Athos Private Wealth. Zach Schelin holds a 2021 - 2024 Bachelors in Finance, General @ Brigham Young University Marriott School of Business. With a robust skill set that includes Brazilian Portuguese, Portuguese, Economic and business analysis, Investment vehicles, Client investment recommendations and strategies and more. Zach Schelin has 2 emails and 1 mobile phone numbers on RocketReach.
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Zach Schelin
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